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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.82% | | 5-Year Average Return: | 0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.36% | |
Worst 1-Yr Total Return (2008): | -36.93% | |
Best 3-Yr Total Return (2004-6): | 10.07% | |
Worst 3-Yr Total Return (2006-8): | -8.54% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STBIX | Category | Diff | Index* | Diff | | Year To Date | 16.82 | 18.65 | -1.83 | 17.05 | -0.23 | | 1-Month | -1.91 | -2.18 | 0.27 | -1.86 | -0.05 | | 3-Month | 5.42 | 5.08 | 0.34 | 5.48 | -0.06 | | 1-Year | 9.53 | 11.86 | -2.33 | 9.80 | -0.27 | | 3-Year | -7.17 | -6.78 | -0.39 | -7.02 | -0.15 | | 5-Year | 0.10 | 0.49 | -0.39 | 0.33 | -0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.51 | 45.26 | 0.25 | 45.76 | -0.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.07 | -15.99 | -2.08 | -18.25 | 0.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.93 | -37.79 | 0.86 | | 2007 | | | 5.16 | 6.16 | -1.00 | | 2006 | | | 15.36 | 14.17 | 1.19 | | 2005 | | | 4.55 | 5.88 | -1.33 | | 2004 | | | 10.57 | 10.02 | 0.55 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 15.92 | 15.54 | N/A | | 2008 | -9.57 | -2.81 | -8.38 | -21.68 | | 2007 | 0.59 | 6.22 | 1.98 | -3.49 | | 2006 | 4.13 | -1.57 | 5.63 | 6.55 | | 2005 | -2.28 | 1.32 | 3.52 | 2.00 | | 2004 | 1.61 | 1.69 | -1.97 | 9.17 | | 2003 | N/A | 15.19 | 2.56 | 12.09 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1147 | 2013 | 56.98 | | 1-Month | 443 | 2110 | 21.00 | | 3-Month | 668 | 2090 | 31.96 | | 6-Month | 942 | 2049 | 45.97 | | 1-Year | 960 | 1999 | 48.02 | | 3-Year | 722 | 1694 | 42.62 | | 5-Year | 605 | 1352 | 44.75 |
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